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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,032 | $154,228-16.3% | $145,433-11.3% | $137,256-6.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.97% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,492 | $4,804-69.0% | $4,554-67.3% | $4,156-64.1% |
| Participant deferral / active EE | $2,072 | $8,216-74.8% | $7,897-73.8% | $6,407-67.7% |
| Admin fee / account holder | $1,905 | $14,344-86.7% | $13,129-85.5% | $12,270-84.5% |